关于CPO（共封装光学）的应用前景，当前市场观点存在显著分歧。这一分歧，从Marvell 和Broadcom 两家公司的管理层最新表态中，就能清晰看出来。作为通信连接领域的两大玩家，可以说，两家公司的战略倾向会直接影响市场对CPO的预期。在进入分析他们的立场之前，我们先梳理一下两家公司最新财报的核心表现——Marvell发布财报后，股价暴涨18%，投资者对其业绩与未来布局的认可度可见一斑；而...
Source Link关于CPO（共封装光学）的应用前景，当前市场观点存在显著分歧。这一分歧，从Marvell 和Broadcom 两家公司的管理层最新表态中，就能清晰看出来。作为通信连接领域的两大玩家，可以说，两家公司的战略倾向会直接影响市场对CPO的预期。在进入分析他们的立场之前，我们先梳理一下两家公司最新财报的核心表现——Marvell发布财报后，股价暴涨18%，投资者对其业绩与未来布局的认可度可见一斑；而...
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